The Midstream Edge

Give Me Liberty or Give Me Red Oak (or both)!

An episode of The Midstream Edge

By East Daley Capital
Welcome to East Daley's Midstream Edge (MEDGE) podcast, where we connect the molecules in the ground to the money that moves oil and gas markets. East Daley Capital is a leading oil and gas data and research firm that lives at the intersection of commodity fundamentals and midstream equity analysis. For more information, please contact us at insight@eastdaley.com.
More places to listen

More places to listen

Snoozers and Rumors
Join us this week as we dissect the impacts of the Comstock - Covey Park acquisition as well as the world of possibilities that come with a potential sell-off of EPD's Corpus export terminal JV with Plains. Tickers: PAA, EPD, CRK Special guests: Matt Lewis & AJ O'Donnell East Daley Capital is a research and data powerhouse that lives at the intersection of oil and gas fundamentals and midstream equity analysis.  This podcast is not intended to offer investment advice. Please do not invest solely based on what you hear on this episode. For more information please contact us at insight@eastdaley.com.
16:41
June 20, 2019
Give Me Liberty or Give Me Red Oak (or both)!
P66 threw a wildcard to the wind with its latest FID announcement for Liberty and Red Oak pipelines, which will materially impact multiple crude basins around the country, including the Bakken, Guernsey, DJ, Cushing, and Patoka markets. Wrap your head around all the moving pieces with our special bonus episode.   Special guest: Matt Lewis East Daley Capital is a research and data powerhouse that lives at the intersection of oil and gas fundamentals and midstream equity analysis.  This podcast is not intended to offer investment advice. Please do not invest solely based on what you hear on this episode. For more information please contact us at insight@eastdaley.com.
21:27
June 13, 2019
Propane Mo' Gain
Propane spreads between Mont Belvieu and the Far East continue to exhibit price sensitivity from factors like traffic on the Houston Ship Channel, the summer shoulder season, and the availability of LPG export docks out of the US Gulf Coast.  Today we get the lay of the land on propane spot prices and spreads, as well as the impact to midstream equity earnings.  Special guest: Justin Shiver East Daley Capital is a research and data powerhouse that lives at the intersection of oil and gas fundamentals and midstream equity analysis.  This podcast is not intended to offer investment advice. Please do not invest solely based on what you hear on this episode. For more information please contact us at insight@eastdaley.com.
13:54
June 10, 2019
Not So Plain Jane PAA
Plains All American (PAA) is preparing itself for growth in a tight spread environment come YE2019 by offsetting northbound crude flow risk on Basin pipeline via 1) strategic interconnects on the Basin gathering system, and 2) its latest JV with Delek (DK) to expand the Red River pipeline. Hear the latest from our PAA analysts.  Special guests: Rob Wilson & AJ O'Donnell East Daley Capital is a research and data powerhouse that lives at the intersection of oil and gas fundamentals and midstream equity analysis.  This podcast is not intended to offer investment advice. Please do not invest solely based on what you hear on this episode. For more information please contact us at insight@eastdaley.com.  
16:25
June 3, 2019
Bakken BYOB - Blowing Your Own Basis
According to East Daley's Crude Hub Model, Bakken basis is poised for a blowout by YE2019 - listen now to understand all the dynamics at play.  Special guest: Matt Lewis East Daley Capital is a research and data powerhouse that lives at the intersection of oil and gas fundamentals and midstream equity analysis.  This podcast is not intended to offer investment advice. Please do not invest solely based on what you hear on this podcast. For more information please contact us at insight@eastdaley.com.
16:03
May 28, 2019
1Q2019 Earnings Review - BPL, TCP, NS, DCP, ET
We're breaking down 1Q2019 earnings for some of the heavy hitters in the midstream space, diving into how 5 major players performed compared to consensus and compared to our in-house estimates. Special guests: Matt Lewis, Rob Wilson, Zack Van Everan East Daley Capital is a research and data powerhouse that lives at the intersection of oil and gas fundamentals and midstream equity analysis.  This podcast is not intended to offer investment advice. Please do not invest solely based on what you hear on this podcast. For more information please contact us at insight@eastdaley.com.
21:59
May 28, 2019
What about WES? Thoughts post-APC buyout
After the drawn out bidding war between Occidental (OXY) and Chevron (CVX) to purchase Anadarko (APC), we wondered what would happen to APC's subsidiary Western Midstream Partners (WES). Would OXY find enough synergies to justify keeping the MLP child or will it spin it off to another suitor?  East Daley Capital is a research and data powerhouse that lives at the intersection of oil and gas fundamentals and midstream equity analysis.  This podcast is not intended to offer investment advice. Please do not invest solely based on what you hear on this podcast. For more information please contact insight@eastdaley.com.
15:45
May 20, 2019
BONUS: Midland & Bakken & DJ, Oh My!
Basis differentials 101 - what's going on with the WTI Midland, Bakken and DJ basins? Are these basins at risk of crude takeaway constraints? East Daley Capital is a research and data powerhouse that lives at the intersection of oil and gas fundamentals and midstream equity analysis.  This podcast is not intended to offer investment advice. Please do not invest solely based on what you hear on this podcast. For more information please contact insight@eastdaley.com.
29:20
May 18, 2019
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